Factset Research Systems Inc
FDS- Exchange
- NYSE
- Industry
- Services-Computer Programming, Data Processing, Etc.
- SEC CIK
- 0001013237
No open-market purchases or sales by Factset Research Systems Inc insiders were filed in the last 90 days; 767 institutions reported holding it in 13F filings for Q2 2026, worth $9.22B in total; Markel Group is the only superinvestor holding it.
13F holders, Q3 2025
Institutional positions in Factset Research Systems Inc as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 775
- −51 vs. Q2 2025
- Shares held
- 37.0M
- +1.42M (+4.0%) vs. Q2 2025
- Total value
- $10.6B
- −$5.23B (−33.1%) vs. Q2 2025
- New holders
- 99
- 274 more added
- Sold out
- 150
- 275 more reduced
11 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FDS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 767 | $9.22B |
| Q1 2026 | 726 | $8.21B |
| Q4 2025 | 798 | $10.6B |
| Q3 2025 | 775 | $10.6B |
| Q2 2025 | 837 | $15.9B |
| Q1 2025 | 828 | $16.2B |
| Q4 2024 | 847 | $17.2B |
| Q3 2024 | 833 | $16.5B |
| Q2 2024 | 807 | $14.6B |
| Q1 2024 | 782 | $15.9B |
| Q4 2023 | 775 | $16.5B |
| Q3 2023 | 733 | $15.2B |
| Q2 2023 | 737 | $13.7B |
| Q1 2023 | 723 | $14.0B |
| Q4 2022 | 743 | $13.5B |
| Q3 2022 | 692 | $13.8B |
| Q2 2022 | 693 | $13.0B |
| Q1 2022 | 704 | $14.8B |
| Q4 2021 | 695 | $16.5B |
| Q3 2021 | 621 | $13.1B |
| Q2 2021 | 595 | $11.1B |
| Q1 2021 | 577 | $10.3B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MetLife Investment Management | 9,499 | $2.72M | 0.01% | −285−2.9% | Reduced |
| M&T Bank Corp | 9,096 | $2.61M | 0.01% | −927−9.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 9,089 | $2.60M | 0.01% | −413−4.3% | Reduced |
| Entropy Technologies, LP | 8,909 | $2.55M | 0.19% | +8,909 | New |
| Somerset Trust Co | 8,791 | $2.52M | 0.78% | +88+1.0% | Added |
| US Bancorp | 8,783 | $2.52M | 0.00% | −277−3.1% | Reduced |
| Twinbeech Capital LP | 8,759 | $2.51M | 0.10% | +8,759 | New |
| Strong Tower Advisory Services | 8,711 | $2.50M | 0.47% | +2,106+31.9% | Added |
| O'Shaughnessy Asset Management, LLC | 8,677 | $2.49M | 0.01% | −2,115−19.6% | Reduced |
| Delta Global Management LP | 8,646 | $2.48M | 0.18% | +3,244+60.1% | Added |
| Commonwealth Equity Services, LLC | 8,624 | $2.47M | 0.00% | −444−4.9% | Reduced |
| Storebrand Asset Management AS | 8,535 | $2.45M | 0.01% | +343+4.2% | Added |
| Brown Advisory Inc | 8,455 | $2.42M | 0.00% | −43−0.5% | Reduced |
| Birch Capital Management, LLC | 8,429 | $2.41M | 1.23% | −118−1.4% | Reduced |
| Toroso Investments, LLC | 8,291 | $2.38M | 0.01% | +6,972+528.6% | Added |
| Callan Family Office, LLC | 8,251 | $2.36M | 0.08% | −459−5.3% | Reduced |
| Engineers Gate Manager LP | 8,205 | $2.35M | 0.03% | +8,205 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 8,194 | $2.35M | 0.01% | +8,194 | New |
| Public Sector Pension Investment Board | 8,153 | $2.34M | 0.01% | +361+4.6% | Added |
| Edgestream Partners, L.P. | 8,068 | $2.31M | 0.07% | +8,068 | New |
| Eukles Asset Management | 8,068 | $2.31M | 0.90% | +14+0.2% | Added |
| Retirement Systems of Alabama | 8,066 | $2.31M | 0.01% | −76−0.9% | Reduced |
| Acadian Asset Management LLC | 8,022 | $2.30M | 0.00% | −925−10.3% | Reduced |
| Core Alternative Capital | 7,926 | $2.27M | 0.66% | −2,165−21.5% | Reduced |
| Linden Thomas Advisory Services, LLC | 7,836 | $2.24M | 0.23% | −69−0.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 7,808 | $2.24M | 0.01% | −606−7.2% | Reduced |
| Amalgamated Bank | 7,631 | $2.19M | 0.02% | −261−3.3% | Reduced |
| Bridgewater Associates, LP | 7,436 | $2.13M | 0.01% | +7,436 | New |
| IFM Investors Pty Ltd | 7,268 | $2.11M | 0.02% | −8−0.1% | Reduced |
| Coastal Bridge Advisors, LLC | 7,296 | $2.09M | 0.16% | −118−1.6% | Reduced |
| Pathstone Holdings, LLC | 7,100 | $2.03M | 0.01% | −2,206−23.7% | Reduced |
| Daiwa Securities Group Inc. | 7,088 | $2.03M | 0.01% | +222+3.2% | Added |
| Creative Planning | 6,970 | $2.00M | 0.00% | +3,213+85.5% | Added |
| DnB Asset Management AS | 6,895 | $1.98M | 0.01% | −105−1.5% | Reduced |
| Naples Global Advisors, LLC | 6,708 | $1.92M | 0.15% | +2,181+48.2% | Added |
| Wealthfront Advisers LLC | 6,596 | $1.89M | 0.00% | +3,634+122.7% | Added |
| UniSuper Management Pty Ltd | 6,509 | $1.86M | 0.01% | +1,136+21.1% | Added |
| Xponance, Inc. | 6,472 | $1.85M | 0.01% | −942−12.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 6,366 | $1.82M | 0.01% | −7,090−52.7% | Reduced |
| Stephens Inc | 6,291 | $1.80M | 0.02% | −1,406−18.3% | Reduced |
| Utah Retirement Systems | 6,217 | $1.78M | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 6,214 | $1.78M | 0.00% | +1,208+24.1% | Added |
| Evoke Wealth, LLC | 6,105 | $1.75M | 0.04% | −141−2.3% | Reduced |
| Natixis | 6,051 | $1.73M | 0.01% | +4,404+267.4% | Added |
| Bright Rock Capital Management, LLC | 6,000 | $1.72M | 0.34% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 5,936 | $1.70M | 0.02% | +3,739+170.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,084 | $1.68M | 0.00% | +321+5.6% | Added |
| Cerity Partners LLC | 5,847 | $1.68M | 0.00% | +600+11.4% | Added |
| Steward Partners Investment Advisory, LLC | 5,828 | $1.67M | 0.01% | +312+5.7% | Added |
| Kensington Investment Counsel, LLC | 5,766 | $1.65M | 0.67% | −476−7.6% | Reduced |
| Capital Insight Partners, LLC | 5,742 | $1.65M | 0.27% | −2,119−27.0% | Reduced |
| Legacy Financial Strategies, LLC | 5,577 | $1.60M | 0.29% | +64+1.2% | Added |
| Cetera Investment Advisers | 5,564 | $1.59M | 0.00% | +1,750+45.9% | Added |
| Illinois Municipal Retirement Fund | 5,549 | $1.59M | 0.02% | −11,755−67.9% | Reduced |
| Ameritas Investment Partners, Inc. | 5,536 | $1.59M | 0.05% | +1,205+27.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,506 | $1.58M | 0.08% | +540+10.9% | Added |
| Robeco Institutional Asset Management B.V. | 5,454 | $1.56M | 0.00% | +1,915+54.1% | Added |
| British Columbia Investment Management Corp | 5,435 | $1.56M | 0.01% | −536−9.0% | Reduced |
| Summit Wealth Group LLC | 5,486 | $1.55M | 0.21% | +5,486 | New |
| Kesler, Norman & Wride, LLC | 3,194 | $1.53M | 0.30% | +236+8.0% | Added |
| Concurrent Investment Advisors, LLC | 5,335 | $1.53M | 0.03% | −90−1.7% | Reduced |
| Summit Trail Advisors, LLC | 5,218 | $1.49M | 0.02% | +3,763+258.6% | Added |
| CIBC Bancorp USA Inc. | 5,216 | $1.49M | 0.01% | +5,216 | New |
| ICW Investment Advisors LLC | 5,208 | $1.49M | 0.54% | +434+9.1% | Added |
| PFG Advisors | 5,173 | $1.48M | 0.06% | −186,827−97.3% | Reduced |
| Nissay Asset Management Corp | 5,169 | $1.48M | 0.01% | −7−0.1% | Reduced |
| Resources Investment Advisors, LLC. | 5,166 | $1.48M | 0.02% | +273+5.6% | Added |
| GWM Advisors LLC | 5,158 | $1.48M | 0.01% | −759−12.8% | Reduced |
| New York Life Investment Management LLC | 5,125 | $1.47M | 0.01% | −27−0.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 5,102 | $1.46M | 0.04% | −190−3.6% | Reduced |
| NewEdge Wealth, LLC | 5,531 | $1.44M | 0.02% | −1,663−23.1% | Reduced |
| Woodline Partners LP | 4,997 | $1.43M | 0.01% | +4,997 | New |
| KBC Group NV | 4,977 | $1.43M | 0.00% | +24+0.5% | Added |
| Teacher Retirement System of Texas | 4,953 | $1.42M | 0.01% | −810−14.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,923 | $1.41M | 0.01% | −16−0.3% | Reduced |
| Verition Fund Management LLC | 4,903 | $1.40M | 0.01% | +3,164+181.9% | Added |
| SG Americas Securities, LLC | 4,795 | $1.37M | 0.01% | −2,145−30.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,753 | $1.36M | 0.00% | +1,397+41.6% | Added |
| Sterling Capital Management LLC | 4,699 | $1.35M | 0.02% | −642−12.0% | Reduced |
| Bank of Nova Scotia | 4,655 | $1.33M | 0.00% | +684+17.2% | Added |
| Ostrum Asset Management | 4,556 | $1.31M | 0.06% | +2,677+142.5% | Added |
| Palumbo Wealth Management LLC | 4,603 | $1.30M | 0.42% | +130+2.9% | Added |
| Stiles Financial Services Inc | 4,504 | $1.29M | 0.41% | −491−9.8% | Reduced |
| Mackenzie Financial Corp | 4,499 | $1.29M | 0.00% | −3,941−46.7% | Reduced |
| OP Asset Management Ltd | 4,498 | $1.29M | 0.02% | +452+11.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,487 | $1.29M | 0.00% | +847+23.3% | Added |
| Nicholson Wealth Management Group, LLC | 4,466 | $1.28M | 0.75% | +1,022+29.7% | Added |
| Vestmark Advisory Solutions, Inc. | 4,423 | $1.27M | 0.02% | −897−16.9% | Reduced |
| Cascades Capital Asset Management, LLC | 4,337 | $1.24M | 0.55% | +10.0% | Added |
| Oregon Public Employees Retirement Fund | 4,304 | $1.23M | 0.02% | +1,046+32.1% | Added |
| Rockefeller Capital Management L.P. | 4,222 | $1.21M | 0.00% | +4,222 | New |
| CI Private Wealth, LLC | 4,187 | $1.20M | 0.00% | +332+8.6% | Added |
| Sepio Capital, LP | 4,182 | $1.20M | 0.07% | +8+0.2% | Added |
| Generali Asset Management SPA SGR | 4,175 | $1.20M | 0.03% | −237−5.4% | Reduced |
| Janus Henderson Group PLC | 4,168 | $1.19M | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 4,099 | $1.17M | 0.01% | −252−5.8% | Reduced |
| Abner Herrman & Brock LLC | 4,000 | $1.15M | 0.12% | +4,000 | New |
| LWM Advisory Services, LLC | 4,000 | $1.15M | 0.67% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,997 | $1.15M | 0.11% | −2,357−37.1% | Reduced |
| SummitTX Capital, L.P. | 3,961 | $1.13M | 0.05% | −677−14.6% | Reduced |